Data Conversion Frequently Asked Questions
TaxAct now includes the ability to convert previous year 1040 ProSeries, TaxSlayer Pro™, and Taxwise® client data. Below are some Frequently Asked Questions:
What types of returns are converted to TaxAct?
ProSeries 1040 Individual (all files ending with .23i or .23I extension), TaxSlayer 1040 Individual (all files ending with .23.ir_ extension), and TaxWise 1040 Individual (files usually start with “2I” unless they have been manually named.)
How do I backup my data for conversion?
Back up your files by storing them in your local drive or the Cloud
What should I do to prepare for TaxAct data conversion?
- 1. Check System Requirements (found at the bottom of the link) to make sure your system meets or exceeds the minimum or recommended requirements.
- 2. Make sure you have a stable internet connection
- 3. Remove any locks or passwords on clients’ files before beginning conversion.
What is the expected time to convert a file to TaxAct?
Conversion time depends on the number of files or returns you are converting at a given time.
What do I do when a client’s data fails to convert?
When the data fails to convert, first export the results to CSV and check the reasons for the errors. Retry conversion with the errors corrected.